WealthBriefing GCC REGION. Information Pack

Transcription

1 WealthBriefing GCC REGION AWARDS 2015 Information Pack

2 OVERVIEW WealthBriefing GCC Region Awards - 10 November Format 2014 saw the launch of the WealthBriefing GCC Region Awards as WealthBriefing set to spread the word about the profession s achievements to a wider audience. The awards have grown year-on-year and 2015 promises to attract in the region of senior banking and wealth management professionals, to the awards dinner. The awards are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients and institutions of all sizes and types. As part of the judging panel for 2014 awards, I attended both the summit and the awards dinner. Both events were organised to an exceptionally high standard. The offered a superb opportunity to connect and converse with the wealth management community from the region but also from other parts of the globe who recognise the potential of the region. The insights shared by many conversation led to new ideas for growth. An enjoyable and inspiring day with good connections made. Sabila Din - Chief Executive & Founder, Din Consultants Independence, integrity and genuine insight will be the watchwords of the judging process. This involved specially convened expert panels drawn from both private banks and trusted advisors and support by relevant third-party organisations. Winning a WealthBriefing award sets firms apart from their competitors and is a tangible demonstration that they have something special to offer, rewarding achievement, showcasing top class performance and innovation. We look forward to receiving your entries and seeing you at the 2015 awards ceremony. Venue Mina A Salam Hotel Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates Dates for the diary Entries open 24 March 2015 Entries close 29 June 2015 Shortlist announced August 2015 Award ceremony 10 November 2015 How to enter Click on categories tab Click on enter category button Select categories you wish to enter, fill in form and submit Once submitted, you will automatically receive the awards questionnaire you will need to complete your submissions.

3 JUDGES PANEL WealthBriefing GCC Region Awards - 10 November Judging Process There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest. Trusted Advisor Panel Ausaf Abbas Managing Director Coombe Advisors Sabila Din Chief Executive & Founder Din Consultants Yann Mrazek Managing Partner M / Advocates of Law Lawrence Black Regional Director, Business Development, MENA Asiaciti Trust Group Faranak Foroughi Founder and Chief Executive Tharwa Management Consultancy Manoj Prasad Executive Vice Chairman Que Capital Donald Bradford Director Sheffield Haworth Leonie Kerswill Partner PwC Tim Casben Partner Wragge Lawrence Graham Warren Luyt Managing Director Trident Trust Company (UAE) Walid S. Chiniara Partner Deloitte Valerie Mantot Head of MENA Sanne Group

4 JUDGING PANEL CONTINUED... WealthBriefing GCC Region Awards - 10 November Judging Process There will be two judging panels for the awards. A panel of trusted advisors who will be responsible for judging the private banking categories. A second panel of private bankers will judge the trusted advisor categories. This is to ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest. Private Bankers Panel Michael Chahine General Manager, Private Banking Emirates NBD Bruce Weatherill Chief Executive Wealtherill Consulting Patrick Crowley Senior Vice President Lombard Odier Rassem Zok Chief Executive Officer Standard Bank Gary Dugan Chief Investment Officer, Global Wealth Division National Bank of Abu Dhabi

5 CATEGORIES & CRITERIA WealthBriefing GCC Region Awards - 10 November Private Banking Categories Marketing / PR Categories Wealth Management Technology Categories (open to technology vendors only) United Arab Emirates private bank Awarded to: Local or international private bank with operations in the United Arab Emirates. Bahrain private bank Awarded to: Local or international private bank with operations in Bahrain. Kuwait private bank Awarded to: Local or international private bank with operations in Kuwait. Oman private bank Awarded to: Local or international private bank with operations in Oman. Qatar private bank Awarded to: Local or international private bank with operations in Qatar. Kingdom of Saudi Arabia private bank Awarded to: Local or international private bank with operations in KSA. Online campaign Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. Print campaign Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. Brand launch / relaunch Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. Best PR programme Awarded to: An in-house PR team or agency operating in the GCC Region wealth management sector for the impact of their work (campaign or project). Transaction processing solution Awarded to: Straight through processing, core banking. Portfolio management Awarded to: Technology solution providers specialising in tools for managing clients investment portfolios. Client communications and reporting Awarded to: Technology solution providers specialising in tools for wealth managers to communicate with clients. Data provider Awarded to: Business providing financial data to private banks and other wealth managers. Outsourcing solution Awarded to: Third-party organisations providing business processes or systems to wealth management businesses. Investment Management Categories Private Client Categories International legal team Awarded to: Law firm team or individual lawyer based in the Middle East dedicated to international private client issues. Regional legal team Awarded to: Law firm team or individual lawyer based in the Middle East dedicated primarily to regional private client issues. Tax / accountancy team Awarded to: Team in accountancy firm/consultancy specialising in reporting, transacting or wealth structuring for private clients. Institutional trust or fiduciary company Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. Independent trust or fiduciary company Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm and accountancy firm. Independent wealth manager Awarded to: This award seeks to recognise independent wealth managers operating in the GCC Region which have a demonstrably client-focused model and which are innovators in the space. Fund manager (global reach) Awarded to: Providers of collective investments for the private client community. Fund manager (regional reach) Awarded to: Providers of collective investments for the private client community.

6 CATEGORIES & CRITERIA CONTINUED... WealthBriefing GCC Region Awards - 10 November Wealth Management Technology Categories (open to any organisation) Change management process Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. Best implementation of a technology solution Awarded to: A technology vendor or its client. Risk profiling solution Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients. Risk management Awarded to: Technology solution providers specialising in tools for wealth managers to manage risk. CRM system Awarded to: Client relationship management systems for wealth managers. On-boarding Awarded to: Technology solutions to help wealth managers bring new clients into their organisation. Innovative client solution This award seeks to recognise institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Thank you for such an amazing night. Sandy Shipton Other Wealth Management Categories Multi-family office Awarded to: Multi-family office business based the in GCC region. Can be an international or local player. Islamic finance offering Awarded to: Offerings from private banks or wealth managers to facilitate the requirements of clients who wish to follow Islamic principles in their financial dealings. Philanthropy offering Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. FX solution provider Awarded to: Local provider of foreign exchange services to wealth management organisations or clients. ETF provider Awarded to: Fund/asset manager that makes exchange-traded products available for local wealth management clients. Leading individual (bank) Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals working within a bank. Leading individual (advisor) Age and experience is no bar but something special should mark out this individual working in the private client world. Entries only applicable from individuals not working in a bank e.g lawyer, wealth manager, accountant etc. Rising star Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. Compliance Awarded to: The compliance function of a wealth management or private client operation. Women in wealth management (individual contribution) Awarded to: Women in private banking or wealth management who are an inspiration both to female clients and colleagues. Woman in wealth management (company contribution) Awarded to: Wealth management organisations which demonstrate considerable support for women in their career development. Outstanding contribution to wealth management thought leadership (individual contribution) Awarded to: Individuals who have made an outstanding contribution to thought leadership in wealth management. Outstanding contribution to wealth management thought leadership (company contribution) Awarded to: Organisations who have made an outstanding contribution to thought leadership in wealth management. Lifetime achievement No entries required. The judging panel will put forward entries.

7 WHY SPONSOR WealthBriefing GCC Region Awards - 10 November Previous sponsors Well done on your successful event last night Muwaffak A Bibi - Chairman-Middle East & North Africa, Citi Private Bank Benefits These prestigious awards recognise excellence within the wealth management sector. In addition they provide your business with a highly affluent, captive audience of private bankers, lawyers, accountants, financial advisors and technology providers across the wealth management sector. Consequently these awards present your business with a unique opportunity to be involved in industry sector sponsorship giving your company the following: Exposure across our subscription base and associated international media (60,000 subscribers worldwide) Extensive brand exposure on the night to over of the world s leading wealth management professionals The opportunity to target an affluent market with high disposable income Excellent networking opportunities with senior decision-makers Association with leading industry awards The chance to develop new contacts and expand your sales network Increased brand exposure within the wealth management sector Media bitarisk. BETTER INTELLIGENCE THROUGH ANALYSIS All sponsors will receive coverage in WealthBriefing and also feature in the awards programme together with other media listed as follows: WealthBriefing (30,000 subscribers) WealthBriefingAsia (16,000 subscribers) Family Wealth Report (12,000 subscribers) Offshore Red (16,000 subscribers)

8 SPONSORSHIP OPPORTUNITIES WealthBriefing GCC Region Awards - 10 November Headline Sponsorship USD 37,000 Other sponsorship opportunities available on request Verbal acknowledgement from awards host 3 Tickets to awards dinner 20 Branding on awards backdrop 3 Logo attribution in awards programme 3 Full-page colour advertisement in awards programme word profile in event guide distributed to all attendees and press 3 Web banner on main awards event website with link 3 Opportunity for welcome speech from main awards podium at the start of the evening 3 Naming rights for relevant award category 3 Opportunity to present award to category winner 3 Opportunity to present Rising Star, Leading Individual and Lifetime Achievement awards 3 Banner on awards homepage 3 Logo on table plan 3 Logo on table numbers 3 Interview with Group Editor of WealthBriefing 3 (+ VAT if applicable) For sponsorship opportunities contact Hugo Chamberlain - WealthBriefing - London Tel: +44 (0) hugo@clearviewpublishing.com WealthBriefing is part of ClearView Financial Media Ltd, registered at Heathman s House, 19 Heathman s Road, London, SW6 4TJ, United Kingdom. Tel: +44 (0)

9 SPONSORSHIP OPPORTUNITIES WealthBriefing GCC Region Awards - 10 November Drinks Reception Sponsorship USD 15,000 Other sponsorship opportunities available on request Verbal acknowledgement from awards host 3 Tickets to awards dinner 10 Branding on awards backdrop 3 Logo attribution in awards programme 3 Full-page colour advertisement in awards programme word profile in event guide distributed to all attendees and press 3 Web banner on main awards event website with link 3 Opportunity for welcome speech from main awards podium at the start of the evening 3 Branding in the drinks reception area (to be approved by organiser) 3 Award Category Sponsorship USD 14,000 Verbal acknowledgement from awards host 3 Tickets to awards dinner 10 Branding on awards backdrop 3 Logo attribution in awards programme 3 Full-page colour advertisement in awards programme word profile in event guide distributed to all attendees and press 3 Web banner on main awards event website with link 3 Naming rights for relevant award category 3 Opportunity to present award to category winner 3 (+ VAT if applicable) For sponsorship opportunities contact Hugo Chamberlain - WealthBriefing - London Tel: +44 (0) hugo@clearviewpublishing.com WealthBriefing is part of ClearView Financial Media Ltd, registered at Heathman s House, 19 Heathman s Road, London, SW6 4TJ, United Kingdom. Tel: +44 (0)

10 SPONSORSHIP OPPORTUNITIES WealthBriefing GCC Region Awards - 10 November After Party Sponsor USD 12,000 Other sponsorship opportunities available on request Verbal acknowledgement from awards host 3 Tickets to awards dinner 5 Branding on awards backdrop 3 Logo attribution in awards programme 3 Full-page colour advertisement in awards programme word profile in event guide distributed to all attendees and press 3 Web banner on main awards event website with link 3 Opportunity to host the after party (located at a separate venue to awards) 3 Wine Sponsor USD 7,500 Verbal acknowledgement from awards host 3 Tickets to awards dinner 5 Branding on awards backdrop 3 Logo attribution in awards programme 3 Full-page colour advertisement in awards programme word profile in event guide distributed to all attendees and press 3 Web banner on main awards event website with link 3 Branded wine labels 3 (+ VAT if applicable) Ticket prices Single ticket USD Table of ten USD 8, (+ VAT if applicable) For sponsorship opportunities contact Hugo Chamberlain - WealthBriefing - London Tel: +44 (0) hugo@clearviewpublishing.com WealthBriefing is part of ClearView Financial Media Ltd, registered at Heathman s House, 19 Heathman s Road, London, SW6 4TJ, United Kingdom. Tel: +44 (0)

11 AWARD ATTENDEES WealthBriefing GCC Region Awards - 10 November Previous attendees include: Abu Dhabi Islamic Bank ABN AMRO Bank Advent Arbuthnot Latham Asiaciti Trust Banque International de Luxembourg Barclays Citi Private Bank Coombe Advisors Coutts Coutts & Co Trustees Dalma Capital Deloitte Deloitte Corporate Finance DIFC Authority Din Consultants Dominion Fiduciary Services Edward W Kelly & Partners ERI Bancaire EY Finantix Jersey Finance LGT (Middle East) Lombard Odier M / Advocates of Law Mainstay Services Mashreq Private Banking McLagan Milltrust International Mirabaud Mondial National Bank of Abu Dhabi Nedbank Northern Trust Opus Private PwC QUE Capital Limited (DIFC) Rasmala Russell Investments Sanne Scope Investments Sheffield Haworth Sidra Capital Simon Kucher & Partners Sovereign Corporate Services Standard Chartered Private Bank Tajweez Advisory/AlTouq Group Trident Trust Company (UAE) Union Bancaire Privee WealthBriefing Wragge Lawrence Graham Profile of attendees Chief Executive Managing Director Managing Partner Partner Head of Private Banking Head of Wealth Management Congratulations for arranging such a well attended event. We all had a great time. Hanna Ylijukuri, Director, Sanne Group Dubai Limited